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Anita B

Series 63, Series 66

Greensburg, PA

Wealth Enhancement Advisory Services, LLC

Anita Buerkle is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. Her career includes roles at Bpu Investment Management, Inc. and LPL Financial before joining Wealth Enhancement in 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums such as value and momentum.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Michael F

Series 63, Series 65

Greensburg, PA

Wealth Enhancement Advisory Services, LLC

Michael Fetterolf is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Bpu Investment Management Inc. for 19 years and LPL Financial, LLC for five years before joining Wealth Enhancement Group and its affiliated entities in 2020. Outside of his advisory role, he is involved with Crosshair Ventures LP, a family limited partnership. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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